Filed August 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $504 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,344 | $57,108-74.9% | $94,229-84.8% | $52,331-72.6% |
| Participation rate | 96.9% | 72.9%+24.0pp | 78.8%+18.2pp | 68.1%+28.8pp |
| Annual return | 6.49% | 1.47%+5.0pp | 10.68%-4.2pp | 4.54%+2.0pp |
| Employer contribution / active EE | $3,758 | $1,735+116.5% | $3,587+4.8% | $1,882+99.7% |
| Participant deferral / active EE | $3,562 | $3,040+17.2% | $4,320-17.6% | $3,022+17.9% |
| Admin fee / account holder | $4 | $546-99.3% | $6,269-99.9% | $592-99.4% |